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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,250 |
Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $6,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,571 | $51,226-65.7% | $82,744-78.8% | $66,938-73.8% |
| Participation rate | 54.3% | 67.9%-13.6pp | 72.6%-18.3pp | 69.8%-15.6pp |
| Annual return | -17.72% | -9.61%-8.1pp | 702.22%-719.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $885 | $2,612-66.1% | $3,008-70.6% | $2,545-65.2% |
| Participant deferral / active EE | $2,035 | $3,460-41.2% | $4,395-53.7% | $4,238-52.0% |
| Admin fee / account holder | $205 | $416-50.8% | $5,325-96.2% | $594-65.5% |